David Michael Muntz

Current Employers

Employment History

• 12/2007 → Present
  Muntz Financial, Llc
  Warminster, PA

Previous Registrations

• 2007-02-15 → 2008-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Blue Bell, PA
• 2004-10-04 → 2007-02-20
  Pnc Wealth Management Llc
  King Of Prussia, PA
  Eagleville, PA
  Norristown, PA
  Norristown, PA
  Norristown, PA
  Norriton, PA
• 2004-05-10 → 2004-07-20
  Quick & Reilly, Inc.
  Trevose, PA
• 2002-11-22 → 2003-02-18
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Other Businesses

1) I currently own real estate property as an investment. This property is passively managed and the time spent is less than 5 hours annually. The property is currently jointly held with my wife or in trust. Additionally, I volunteer as a little league coach for the WWSO 12u and 10u softball teams in Warrington, PA. The time spent on this activity is less than an hour per week,during working hours and about 7 hours during not working hours. 2) The McKeown Foundation; Not Investment Related; Location: P.O. Box 291 Dresher PA 19025 United States; Position Title: Board Member/ Treasurer; Responsibilities Duties: Assisting the Chairman of the Board with any foundation related items, especially related to the foundation's finances and donor related issues. Communication with the foundation's accountants and bookkeeper to assist in tax reporting and reconciliation; Start date: 2021-12-16; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 20. 3) Board Member/ Treasurer; The McKeown Foundation; Is the business investment related: No; Location of the business: 3247 Pebblewood Ln Dresherr PA 19025 USA; Description of the business: 501(c)(3) charitable organization dedicated to bringing awareness and financial support for families dealing with primary family care for Alzheimer's/ Dementia.; Responsibilities Duties: Standard board duties and financial reporting of foundation financial conditions; Start date with business: 2021-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-30